Longevity Income Solutions
The bridge between finances and elderly care
Longevity Income Solutions (LIS) specializes in financial solutions for seniors facing adverse health conditions, offering services like senior financial planning, longevity income annuities, and long-term care insurance guidance.
About
Longevity Income Solutions (LIS) is an organization designed specifically to address financial solutions for seniors currently experiencing adverse health conditions. The principals that created LIS have a combined 50+ years of experience in the senior healthcare industry, directly working with clients and their desired method of care, community or home based, to implement financial strategies at all levels of care.
Through those years of research and experience, LIS has developed an understanding of the challenges in the LTC industry that are faced both from the community side and the residents and their families’ perspective. Our primary focus is the senior healthcare market, most notability providing financial care solutions for those requiring services at all levels of care including home health care, assisted living, intermediate and custodial nursing facilities. Our unique educational resource highlights that it is not too late for financial solutions even if already receiving care! We help individuals and families gain a better understanding of the benefits of long-term care (LTC) insurance, guide through the marketplace, and ensure policies are used to maximum benefit. We also review veterans’ benefits and Medicare/ Medicaid coverage. Our team explores current policies to ensure benefits are utilized for maximum benefit and reduces out-of-pocket care costs.
Services
Senior Financial Planning
Comprehensive financial planning for seniors, including long-term care financing, insurance strategies, entitlement programs, veterans’ benefits, tax deductions, and legal documentation support.
Longevity Income Annuities (LIA)
Guaranteed monthly income solution for seniors with pre-existing conditions, designed to cover long-term care costs without market volatility.
Long-Term Care Insurance
Expert guidance on understanding, accessing, and purchasing LTC insurance policies, with expertise gained from 25+ years in the industry.
Veterans’ Benefits Review
Assessment and optimization of veterans’ benefits to support long-term care needs.
Medicare/Medicaid Review
Specialized review of Medicare and Medicaid coverage to ensure optimal health benefits and financial stability.